Institutional Holders (2026 Q2)
93 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in YYY. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Thrive Capital Management, LLC | 1.22% | 562,491 | $6.5M |
| 2 | NWF Advisory Services Inc. | 0.77% | 714,145 | $8.2M |
| 3 | Oakmont Advisory Group, LLC | 0.58% | 59,850 | $690K |
| 4 | Independent Wealth Network Inc. | 0.55% | 187,920 | $2.2M |
| 5 | Intrua Financial, LLC | 0.45% | 426,913 | $4.9M |
| 6 | Seaview Investment Managers LLC | 0.36% | 105,335 | $1.2M |
| 7 | Allied Private Wealth LLC | 0.29% | 39,164 | $450K |
| 8 | International Assets Investment Management, LLC | 0.29% | 418,945 | $4.8M |
| 9 | LJI Wealth Management, LLC | 0.24% | 148,139 | $1.7M |
| 10 | Strategic Financial Concepts, LLC | 0.14% | 41,750 | $481K |
| 11 | ODonnell Financial Services, LLC | 0.11% | 33,421 | $385K |
| 12 | Sage Capital Management, LLC | 0.11% | 23,500 | $271K |
| 13 | Ignite Planners, LLC | 0.10% | 60,753 | $700K |
| 14 | Oxinas Partners, LLC | 0.09% | 20,094 | $232K |
| 15 | Certior Financial Group, LLC | 0.08% | 12,233 | $141K |
| 16 | Larson Financial Group LLC | 0.07% | 242,566 | $2.8M |
| 17 | Samalin Investment Counsel, LLC | 0.06% | 17,615 | $203K |
| 18 | First Heartland Consultants, Inc. | 0.06% | 74,788 | $862K |
| 19 | Insigneo Advisory Services, LLC | 0.05% | 125,508 | $1.4M |
| 20 | Key Client Fiduciary Advisors, LLC | 0.05% | 14,066 | $162K |
| 21 | Bison Wealth, LLC | 0.05% | 42,937 | $495K |
| 22 | Ausdal Financial Partners, Inc. | 0.04% | 95,437 | $1.1M |
| 23 | Tidemark, LLC | 0.04% | 15,276 | $176K |
| 24 | CreativeOne Wealth, LLC | 0.04% | 155,196 | $1.8M |
| 25 | World Investment Advisors | 0.03% | 186,847 | $2.1M |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|